How to Schedule an On Demand Audit – Surge Learning (Regenisis)

HOW TO COMPLETE AN ON DEMAND AUDIT

An audit can be assigned for someone to complete, or audits can be launched when needed (ON DEMAND). An email will be sent as part of the notification that you have been assigned an audit.

To access the ON DEMAND Audits

From the Main Menu, click on the QRM icon located on the left hand side main menu
To search for an audit, there is a tool on the right side of the page, begin to type the name of the audit
Using the scroll bar, you can search for the audit.

To Begin the Audit:

Click launch
Type in the schedule/location name of the audit (i.e. Room Number, Building etc.)
Click Perform Audit

Special Notes:

A. If you are entering the information on someone else's behalf, check off the check box, and add the name of the person who completed the observation, along with the date it was performed.

B. Notification Settings can be modified. You are able to add/delete the name of the individuals who are to receive notification of the audit being completed.

4. Answer the questions to the best of your knowledge

a. If you have obtained information for someone else, you can add their name as a participant, but your name will be the name of the person who completed the audit.

b. The types of questions can include, check all that apply, open text, rating/slide etc.

c. You can also upload associated documents, pictures and comments

d. When you select an answer that is considered deficient, a warning ICON will pop up. This is where you can create an action plan to address the issue.

e. If you are not finished the audit, you can click save and finish later

5. Once you have finished, click save and review deficiency

6. Review your deficient answers

a. Create an Action - this allows you to create an overall action plan for the audit if required

b. Submit Action Plan - final submission for Audit